Position in CVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,457,713
+$468,393 QoQ
Shares Held
14,091
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#833
of 2,054 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Michels Family Financial, LLC holds $3,108,685 across 3 Healthcare Plans names. CVS ranks #1 (46.9% of the industry book) .
All Filings in CVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,457,713 | 14,091 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $989,320 | 13,775 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $826,693 | 10,417 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $785,563 | 10,420 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $705,872 | 10,233 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $700,060 | 10,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $453,882 | 10,111 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||